Occasional observations about markets, data, and the broader world.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
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The bulk of this ramble comes from a talk I gave this summer at the less.online conference. Nestled deep in the heart of Berkeley, California the conference was hosted by “rationalists” and open to various hyper-online communities. EA was t...
Eight years ago, I wrote a (rather long) piece called the Unicorn Economy. The core argument of the piece was a relatively simple concept, but one that a lot of folks had good reason to ignore at the time:
Today we’re going to ramble a little bit about inflation. It’s been in the news a bit recently, first when it was on the way up with covid and Ukraine, then when it was on the way down after Powell hiked, and more recently because both US P...
Market started falling again tonight, right into the close.
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Founder @Rose.AI Previously at Bridgewater, Lehman.
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